september board meeting presentation

Timothy P. CahillChairman, State Treasurer

Katherine P. CravenExecutive Director

Board Meeting

September 29, 2010

Timothy P. CahillChairman, State Treasurer

Katherine P. CravenExecutive Director

Savings from MSBA ProcessNot including Bid Savings

September 29, 2010 The Massachusetts School Building Authoritywww.massschoolbuildings.org

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MSBA VisitsSince the July Board the MSBA has visited 43 Districts

Project VisitsCheck Presentations/

Ground Breakings

FoxboroughLittletonTauntonAshland

WellesleyHaverhillRockportBraintreeQuincySharonWoburn

North Attleboro

BelmontMalden

New BedfordHinghamMiddletonNorwoodFloridaRevere

MarbleheadWorcesterDanversWoburn

Hamilton-Wenham

SpringfieldPlymouthBeverly

DartmouthTaunton

RochesterHanoverAttleboroBedford

Great BarringtonNashobaBrocktonPalmer

Whitman-HansonWoburn

SturbridgeHampden-Wilbraham

Revere


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Summary of Bid Data

2009 11 8,188 $205.6 M $171.5 M2010 38 30,354 $1.62 B $1.26 B2011 9 9,270 $471.3 M $362.8 M

Grand Total 58 47,812 $2.30 B $1.66 B

Design Basis for EnrollmentYear

Project Budget

Construction Budget

Number of Projects

Note: These numbers are based on preliminary information received from the District and are subject to further review and calculation.

• Of the 38 projects scheduled to bid in 2010, 22 bids have been received.• To date, the bid savings for the 2010 projects is $100.3 million with potential grant

savings of $57.2 million. • Sixteen projects still to be bid or GMPs finalized in 2010 with an estimated construction

cost over $636 million • Bids received in September: Billerica, Natick, and Wayland• Anticipated Bids:

October - Brookline, Norfolk, Danvers, Tewksbury and DedhamNovember - ShawsheenDecember - Southbridge, Grafton, Rockland, South Shore RVT,

Marshfield, and Needham


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Project Estimate vs. 2010 Bid Amount



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Project Estimate vs. 2009 Bid Amount



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• Total of 64 Projects: Construction Total approx $ 2.21 billion

• 22 Projects in Design Development– Estimated Construction Cost of $842,747,641

• 29 Projects in Construction– Construction Cost of $1,077,265,624

• 13 Projects Completed for 2010 Occupancy– Construction Cost of $292,054,139

• 19 Additional Projects for Consideration Today– Estimated Construction Cost of $178,966,011

Design Development / Construction Phases Ongoing Scope, Budget & Schedule Monitoring


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Scope and Budget Fixed Upon Execution of the PFA


Design Development Phase

Review Submittalsfor Design Development, 60% and 90%

Review Bid Amounts and Adjust Grant Amount as Needed

Track Construction Budget Throughout Design Process Using MSBA Cost Estimate

Comparison Spreadsheet



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Cost Estimate Comparison Spreadsheet


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Design Development Phase

Review Submittalsfor Design Development, 60% and 90%

Review Bid Amounts and Adjust Grant Amount as Needed

Track Construction Budget Throughout Design Process Using MSBA Cost Estimate

Comparison Spreadsheet

Construction Phase

Review OPM Monthly Reports

Bi-Monthly Site Visits & Project Status Meetings

Assess Eligibility of CO’s Including Owner Directives

Review Reimbursement Requests



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Budget Revision Request Form Excerpts


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Vote to Move to Feasibility Study

Region District Name School Name Grades Served Status Recommendation

1 Berkshire HillsMonument Mountain Regional

High School 9-12 Feasibility InvitationFeasibility Study, subject to intensive

pre-feasibility scoping agreement

4 Concord-Carlisle Concord-Carlisle High School 9-12 Feasibility InvitationFeasibility Study, subject to intensive

pre-feasibility scoping agreement

6 Greater New Bedford Greater New Bedford Vocational Technical School

9-12 Feasibility Invitation Feasibility Study, subject to intensive pre-feasibility scoping agreement


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Green Repair Update


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0

20

40

60

80

100

120

140

160

180

200

11-Aug 18-Aug 25-Aug 1-Sep 8-Sep 15-Sep 22-Sep

• Green Repair SOI opened August 11, 2010

• First SOI submitted on September 2, 2010

• Green Repair SOI process closed September 22, 2010

• Approximately 190 SOIs under review

• More than 95 Districts filed SOIs

• 74% SOIs submitted three days before deadline

• 49% SOIs submitted on deadline

Green Repair Program: FY 11 SOI Intake

# of

SO

I

Submittal Date

190

Daily SubmissionsCumulative Submissions


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• 39 Districts are currently in the Green Repair Program.

• 12 Districts representing 23 schools were invited to participate in the Green Repair Program by the MSBA’s Board of Directors on May 26, 2010.– Of these 12 Districts, 8 have selected Owner’s Project Managers – Of these 12 Districts, 7 have selected Designers

• At today’s Board meeting, MSBA staff have recommended 7 districts representing 13 schools for Project Funding Agreements totaling $9,806,692 in Total Project Budgets and approximately $5,992,870 in MSBA grants.

Green Repair Program Status


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Invitation to Green Repair Program


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Green Repair ProgramAuthorization to Execute Project Funding

Agreement Vote - Project Funding Agreement Total: 9,806,692$ 9,620,646$ 5,992,870$

District School

Age of Existing Building Grade

2009/10 Enroll

Existing Sq.Ft. Project Scope

District Total Project Budget

MSBA Total Facility Grant

BasisReimbursement

Rate

Approximate Total Grant

Amount

Acton CT Douglas Elementary 1965 K-6 499 46,300 Project Funding Agreement

471,699$ 471,699$ 43.85% $206,840

Attleboro High 1961 9-12 1,756 428,700 Project Funding Agreement

499,328$ 499,328$ 57.74% $288,312

Hill Roberts Elementary 1975 K-4 475 76,630 Project Funding Agreement

880,000$ 880,000$ 57.74% $508,112

Hyman Fine Elementary 1975 K-4 429 76,630 Project Funding Agreement

880,000$ 880,000$ 57.74% $508,112

Studley Elementary 1965 K-4 432 71,000 Project Funding Agreement

1,187,500$ 1,187,500$ 57.74% $685,663

Conway Conway Grammar School 1991 PK-6 175 31,000 Project Funding Agreement

1,353,450$ 1,167,404$ 54.36% $634,601

Goodrich School (Fitchburg Alternative High School)

1891 9-12 139 14,400 Project Funding Agreement

422,714$ 422,714$ 80.00% $338,171

Memorial Intermediate School


1,177,532$ 1,177,532$ 80.00% $942,026

Reingold Elementary School

1969 K-4 574 75,900 Project Funding Agreement

698,333$ 698,333$ 80.00% $558,667

South Street Elementary School

1963 PK-4 650 202,600 Project Funding Agreement

701,186$ 701,186$ 80.00% $560,949

Hancock Hancock Elementary 1958 PK-6 41 6,800 Project Funding Agreement

277,450$ 277,450$ 45.32% $125,740

Rockport Rockport Elementary School

1953 PK-5 400 65,307 Project Funding Agreement

$ 687,500 687,500$ 41.10% $282,563

Winchendon Toy Town Elementary School


570,000$ 570,000$ 61.95% $353,115

Attleboro

Fitchburg


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Recommendation to Move to Project Scope & Budget

Vote - Project Scope and Budget Total: 217,747,744$ 190,388,424$ 121,637,682$

District School

Age of Existing Building Grade

2009/10 Enroll

Projected Enroll

Existing Sq.Ft.

Proposed Square Footage

Preferred Schematic

District Total Project Budget

MSBA Total Facility Grant

BasisReimbursement

Rate

Approximate Total Grant

Amount Adams-

CheshireHoosac Valley

HS1969 current 7-12

proposed 6-12808 805 158,126 173,999 Add/Reno $40,561,257 $36,038,192 77.37%,

78.37%*$28,243,131**

Adams MS 1952Closed in 2009 Students in HS 0 0 68,000 0

Granby Jr./Sr. High School

1960 current 7-12proposed 6-12

551 (7-12)

630(6-12)

86,800 133,896 New $45,965,516 $44,562,943 62.52%,63.52%*

$28,306,382**

Maynard High School 1962current 9-12

proposed 8-12323

(9-12) 410 82,947 121,100 New $45,769,442 $42,280,580 56.42% $23,854,703

Medway Middle School 1960 5-8 842 800 223,780 216,820 Repair $22,116,566 $20,850,314 50.79% $10,589,875

Norfolk County Agr High School 1917 9-12 468 550 114,816 102,097 Add/Reno $28,552,385 $27,564,046 55.76% $15,369,712

Somerville East Somerville Community

1972 current 1-8proposed K-8

546(1-8)

500 118,500 121,100 Add/Reno $34,782,578 $19,092,349 80.00% $15,273,879

Note: SOI school, however proposed solution is for the MS to remain closed and to house students in renovated HS

*Contingent upon approval from the Office of the Inspector General to utilize CM-at-Risk construction delivery method**Approximate Total Grant Amount reflects the higher reimbursement rate.


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Adams-Cheshire – Hoosac Valley Middle/High School

• Built in 1969• Addition/Renovation: 173,999 sf• Grades: 6-12• Category: Project Scope & Budget• District Total Project Budget: $40,561,257• Basis of Maximum Grant Amount: $36,038,192• Reimbursement Rate: 77.37%, 78.37%*• MSBA Maximum Grant Amount: $28,243,131**• Town Meeting Vote: October 18, 2010• Special Ballot Vote: October 18, 2010*Contingent upon approval from the Office of the Inspector General to utilize CM-at-Risk construction delivery method.**Based on reimbursement rate of 78.37%


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Hoosac Valley Middle/High School


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Granby Middle / High School

• Built in 1960• New Construction: 133,896 sf• Grades: current 7-12, proposed 6-12• Category: Project Scope & Budget• District Total Project Budget: $45,965,516• Basis of Maximum Grant Amount: $44,562,943• Reimbursement Rate: 62.52%, 63.52%*• MSBA Maximum Grant Amount: $28,306,382**• Town Meeting Vote: October 18, 2010• Special Ballot Vote: November 2, 2010*Contingent upon approval from the Office of the Inspector General to utilize CM-at-Risk construction delivery method.**Based on reimbursement rate of 63.52%


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• Built in 1962• New Construction: 121,100 sf• Grades: current 9-12, proposed 8-12• Category: Project Scope & Budget• District Total Project Budget: $45,769,442• Basis of Maximum Grant Amount: $42,280,580• Reimbursement Rate: 56.42%• MSBA Maximum Grant Amount: $23,854,703• Town Meeting Vote: October 25, 2010• Special Ballot Vote: December 2, 2010

Maynard High School


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Maynard High School


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Maynard High School


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Maynard High School


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Maynard High School


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• Built in 1960• Repair: 216,820 sf (excludes central admin)• Grades: 5-8• Category: Project Scope & Budget• District Total Project Budget: $22,116,566• Basis of Maximum Grant Amount: $20,850,314• Reimbursement Rate: 50.79%• MSBA Maximum Grant Amount: $10,589,875• Town Meeting Vote: November 15, 2010• Special Ballot Vote: Based on Town Vote,

1st Week of December

Medway Middle School


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• Built in 1917• Addition/Renovation: 102,097 sf• Grades: 9-12• Category: Project Scope & Budget• District Total Project Budget: $28,552,385• Basis of Maximum Grant Amount: $27,564,046• Reimbursement Rate: 55.76%• MSBA Maximum Grant Amount: $15,369,712• Vote: October 13, 2010• Vote: January 30, 2011

Norfolk County Agricultural High School


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Agricultural Mechanics Building


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Agricultural Mechanics Building


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Animal Sciences Building


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Animal Science Building


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Annex Building


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Horse Barn


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• Built in 1972• Addition/Renovation: 121,100 sf• Grades: current 1-8, proposed K-8• Category: Project Scope & Budget• District Total Project Budget: $34,782,578• Basis of Maximum Grant Amount: $19,092,349• Reimbursement Rate: 80.00%• MSBA Maximum Grant Amount: $15,273,879• City Meeting Vote: TBD• Special Ballot Vote: TBD

Somerville: East Somerville Community School


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2010 Needs Survey• Assessments

– Approximately 1775 Schools– 327 School Districts

• Data Accuracy – 8-week intensive QA

• 20% sampling of school surveys• Queries to identify data that fell outside normal

ranges • Follow-up visits to confirm data

– Superintendent’s review


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2010 Needs Survey• Scoring Methodology – Three Ratings

– Building Conditions• Assessment of 7 site and 18 building systems• 1 to 4 Scale – Analogous to 2006 rating

– General Physical Environment• Evaluation of conditions that affect the physical

learning environment• 1 to 4 Scale

– Space Utilization• How space is used compared to the average• Above Average, Average, Below Average


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2010 Needs Survey

• Condition of Massachusetts schools is good. – 80% received Building Conditions rating of 1

or 2.– Less than 2% received Building Conditions

rating of 4.– 62 schools received rating of 4 in 2006.

• 9 received funding• 19 in Capital Pipeline• 6 Closed


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2010 Needs Survey

• General Environment – Factors in Analysis– Daylighting – Classroom Size – Open Floor Plan

• More than 90% of schools received a rating of 1 or 2

• Only 2% received a rating of 4.


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2010 Needs Survey

• Space Utilization – Factors in Analysis– GSF per student– Students per classroom– Temporary or non-traditional classrooms– Classroom size

• Nearly 23% of schools received a Below Average rating

• Less than 8% earned an Above Average rating


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2010 Needs Survey

• Space Utilization– Since 2006 more than 80 schools have closed

or consolidated• Region 6 – 36 school closures

– More than 1,300 unused classrooms • Over 1 million square feet being used for storage,

district administration, municipal organizations or private entities


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2010 Needs Survey• Maintenance

– General Cleanliness– Routine Systems Maintenance– Capital Repair

• 74% of schools were rated average in all categories.• Only 2% of schools received Above Average ratings

in all areas• 12 schools were Below Average across the board• No relationship between maintenance and

community wealth


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Project Status Report

TotalLocal

Clearance

Feasibility Study /

Schematic Design

Design Development Construction

New Program 123 35 45 21 24

Waitlist 13 2 11

Green Repair 39 12 17 1 7

Closeout/ Audit Complete

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Total 186 47 64 22 42


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Project Status Report• Enrollment

– 2 enrollments completed this period– 9 certifications pending– Enrollments complete for projects for 66,000 students

• Owner’s Project Manager– 8 districts completed OPM procurement– Over $57 million in OPM fees to date

• Designer Selection Panel– 2 districts participated in DSP – 1 selection, 1 scheduled for interviews– 4 districts scheduled for DSP in October/November– Over $143 million in Designer fees

• Commissioning– 2 Commissioning consultant contracts executed for $408,000 – Over $5 million in consultant contracts to date

september board meeting presentation

Documents

construction construction

estimated construction

occupancy construction

design process

review bid amounts

construction total approx

carlisle high school

bid amountnote